CONFIDENTIAL

Fusion HCM Fixed Scope Offering

Oracle Fusion HCM / Taleo Implementation

by
Filix Consulting Pvt. Ltd.
Introduction
About Filix Consulting
Consulting Practice at Filix Consulting

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Filix experience with Fusion HCM / Taleo products

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Filix Project Implementation methodology

Cut over /
Understand Analyze Configure Demonstrate Transition
Go-live

Perform:
Analyze Startup of
Walk User
gaps w.r.t. transactions
through the Trainings
Standard Configure followed by
Understand entire set of
Business the set of Initiate complete
& document business
process frozen Change transition to
current processes
Document business mgmt. the newly
business using the
and freeze processes in actions configured
processes configured
envisaged software system
software Data
business
application migration
processes

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Filix Standard Business process document sample
Employee Life cycle management

Legends:

Requesting Department

HR Department

Applicant

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Filix Post – Implementation Support Services

Issue resolution process On-line Issue tracking on Service support web portal

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Implementation Project brief
Engagement scope
Business function coverage
Data migration
Generic
Out of scope
Implementation approach
Data migration methodology
Project time plan
Filix Project resources
Client Project resources (expected)
Key assumptions
Project deliverables
Budgetary pricing
Project scope – Business function coverage

Business functions Oracle product

Employee Recruitment & On-boarding process Taleo Recruiting & On-boarding Cloud service

Employee Lifecycle Management Fusion Global Human Resources

Employee Goal Management Fusion Goal Management

Employee Performance Management Fusion Performance Management

Employee Compensation Management Fusion Workforce Compensation

Employee Compensation Management Fusion Benefits

Employee Training Taleo Learning & Development

Fusion Talent Management Base

Employee Development
Fusion Talent Review and Succession Management

Payroll (Integration with external Payroll software)

Business Analytics Fusion Transactional Business Intelligence for HCM

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Project scope – Data migration
Master data and open transactional data would be migrated as of a predetermined mutually
agreed cut-off date, based on legacy data provided in standard Data loading templates.

Key data elements that would be migrated:

 Organizational data –
Company
Business Unit
Location
Department
Job
Grade

 Employee data –
Employee base data
Employee Assignments
Employee Compensation data
Company & Department Goals
Employee Goals for current year
Employee Performance review data for current year
Employee Training history
Job Description templates
Applicant data bank

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Project scope – Generic

Item Remarks
Project office Project would be executed centrally from the designated Project office
Enterprise structure Configuration for two Legal Entities and two Business Units would be part of the standard
offering. Mapping of any additional ones would be done on chargeable basis.
Countries Configuration for one country would be part of the standard offering
Languages One language in addition to English would be within the scope
HR Processes Business Process review to compare the company HR Processes with standard functionality
Self service functionality Business Process review to identify gaps w.r.t. standard functionality, if any
Reports Configuration of up to 10 reports would be within the scope of the standard offering.
Additional reports would be on chargeable basis
Interfaces Interfacing with Third –Party software for Payroll would be part of the project work scope

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Out of scope

Item Remarks
Data migration Data preparation by Filix Team would be out of scope
Hardware Availability / Maintenance of Hardware is not included in the scope of work
Networking Availability of Network equipment and Networking issues are not included in the scope of work

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Implementation approach
 Phased approach –
Prioritize key business processes
Maximize user coverage
Maximize user adoption
Minimize impact on current business operations
 Structured implementation methodology –
Business study: Understand & document current business processes
Future state documentation: Document and freeze envisaged business processes
Conference Room Pilot (CRP): Demonstrate the envisaged processes after configuration on the software
User training: User training using “Train-The-Trainer” method to enable change management
User Acceptance Testing (UAT): User concurrence on the configured processes
Data migration of legacy data
Cut-over & Production Go-live: Preplanned startup of transactions followed by complete transition to the
newly configured system

Project plan lists the detailed set of activities to be performed in accordance with the above approach

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Data migration methodology

Data
Data Data
Data Data
Cut over /
Data
Datacleansing
cleansing
preparation
preparation conversion
conversion conversion
Go-live

Identify data sources Compile clean data Verify / Develop

and owners in given template loading programs

Validate uploaded
Provide data Test programs with data
Compile clean data
collection templates sample data

Conduct training for Conduct training for Perform loading on Perform data loading
data collection data cleansing test instance activity

Identify data Identify methods for Validate loaded data Prepare live
cleansing needs data cleansing and test environment

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Project Time plan – Macro level overview
Phase 1
Modules / Activities to be implemented:
Taleo Recruiting Cloud service
Fusion Global Human Resources
Fusion Transactional Business Intelligence for Human Capital Management
Total duration:
Three calendar months (12 weeks)*
Phase 2
Modules / Activities to be implemented:
Fusion Goal Management
Fusion Talent Management Base
Fusion Talent Review and Succession Management
Fusion Performance Management
Fusion Workforce Compensation
Fusion Benefits
Taleo Learning & Development
Fusion Transactional Business Intelligence for Human Capital Management
Integration with external Payroll software
Total duration:
Three calendar months (12 weeks)*

*from Project phase kick-off date (with the assumption that Oracle HCM cloud environment has been provisioned)

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Project Time Plan – Phase 1

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Project Time Plan – Phase 2

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Filix Project Resources
Filix Resource Role
Filix Team Filix Project coordinator and key point of contact for Client Project Team
Project Manager
Responsible to ensure timely Project deliverables and Customer Satisfaction through
delivery of tested software solution conforming to the business blueprint document
Responsible for coordination of all project activities with Client team and for organizing
required Filix resources during the project
Responsible for providing solutions to potential gaps using standard business practices and
functionalities through workarounds while considering impact on related processes
Responsible for ensuring that the project is executed as per the defined scope of work and
contractual cover is secured from Filix & Client Mgmt. teams for any budget or time
overruns
Lead Consultant Responsible for coordination and execution of all activities related to HCM
– Fusion HCM
Responsible for providing training and enablement of key users

Responsible for data migration and development of any Third Party Integrations

Lead Consultant Responsible for coordination and execution of all activities related to Recruitment
– Taleo
Responsible for providing trainings to client key users responsible for Recruitment

Responsible for data migration and development of any Third Party Integrations

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Client Project Resources (expected)
Client Resource Role
Client Team Project coordinator and key point of contact for Filix Project Team to facilitate
Project Manager discussions between Filix consultants and various client personnel whenever required
Responsible to ensure that client business requirements are reflected in the system
design document (Business blueprint document)
Must be empowered to take / facilitate fast decision making about functional / technical
areas of the system under implementation to minimize delays w.r.t. the project timelines.
Ensure appropriate priority and resource commitment to the project to ensure required
level of participation and time allocation of relevant client team members to facilitate:
formulation of Business Process documents
review of Filix project deliverables such as documents, configured system etc.
hands-on user trainings on the configured system
legacy data compilation and cleanup for data migration
resolve inter-departmental issues
timely sign-off on project deliverables executed
Responsible to ensure project progress as per defined project timelines, reporting of
project progress and escalation unresolved issues to the Project Steering Committee
Key Team member Knowledge sharing of relevant Business Processes with Filix consultants

Review of Filix deliverables like Business blueprint documents / Conference Room Pilot

User Acceptance Testing (UAT) and necessary approvals thereof

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Key assumptions

Standard business flows and Oracle standard functionality would be the base for the implementation.
Configuration of the standard system is performed without customizations.
Due diligence for fitment of the Oracle products into the relevant business processes has been done
by the client along with Oracle Corporation.
“Train-the-Trainer” approach would be followed for training of end users by the key users.
Organizational Change Management will be client’s responsibility.
Timely review and feedback on gaps in the configured system w.r.t. to the Business process blueprint
document would be ensured by client, to facilitate project progress.
Adherence to the defined Project engagement scope would be client’s responsibility and contractual
cover would be provided for any budget or time overruns
Data provisioning in timely manner on Filix provided data templates would be client’s responsibility.
Part of the configuration activities would be carried out off-site.

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Project deliverables

 “Current State” (As-Is) document set

 “Future State” (To-Be) document set
 Conference Room Pilot (CRP)
 User Manuals
 Training of Key users (“Train the Trainer” approach)
 User Acceptance Testing (UAT)
 Data migration
 Go-Live

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Budgetary pricing
Project pricing
S.No. Item Price*
(INR
Lacs)
1 Implementation services† to implement the following:
 Taleo Recruiting Cloud service
 Fusion Global Human Resources
 Fusion Goal Management
 Fusion Talent Management Base
 Fusion Talent Review and Succession Management
 Fusion Performance Management xx
 Fusion Workforce Compensation
 Fusion Benefits
 Taleo Learning & Development
 Fusion Transactional Business Intelligence for Human Capital Management
 Integration with external Payroll software

Payment terms & conditions:

* Price quoted is exclusive of applicable taxes, as well as all travel, boarding and lodging expenses.
These would be charged extra on actuals.
† Implementation price would be payable on milestone achievement as detailed below:
S.No. Milestone Payable
1 Team Mobilization Advance along with Purchase Order 25%
2 On receipt of Sign off on “To-Be” document 25%
3 On successful completion of CRP session 25%
4 On declaration of Go-Live 25%

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 Thank you

Look forward to service you soon ….

.... We are available at connect@filixconsulting.com

Fusion HCM Fixed Scope Offering